ENHANCING DATA PRIVACY
Financial services sector employees have the most access to sensitive files
Varonis cybersecurity stats indicate large financial services employees have access to 20 million files.
Limiting unnecessary access prevents accidental exposure. SideDrawer becomes the middle access and permission layer to control access to sensitive corporate and client information.
With every access logged and tracked, identifying sources of activity, disclosure and leakage becomes significantly easier.
LARGE FIRMS = MORE RISK
Emails are the #1 risk to businesses today
91% of all cyber attacks begin with a phishing email.
SideDrawer's collaboration vault centralizes activity out of the email mailbox and into a secure, authenticated environment with permissioned access.
Connect the unconnected
Unconnected legacy software can slow down front-end staff efficiency creating errors and compliance issues.
SideDrawer's data and document orchestration platform can connect silo'd disparate systems for seamess workflows and efficiencies.
Complete Salesforce integration
More firms are seeking higher Salesforce adoption - but a key component of client engagement is secure file exchange which is done largely over secure email.
SideDrawer's fully embedded Lightning Web Component significantly enhance Salesforce utilization resulting in a higher technology ROI.
450+ API endpoints give ultimate flexibility
Connect to existing storage, eSignature platforms, DLP systems, compliance systems, and any other workflow tools using our comprehensive set of APIs.
SPANS MULTIPLE BUSINESS LINES
Multi-tenanted architecture supports multiple LOBs
Each LOB can have its own enterprise storage, user permission management, IdP, and front-end staff file management system.
SideDrawer unites multiple platforms streamlining cross-LOB activity, and enabling front-end users to adequately manage access and permissions for partners.
MULTIPLE AUTHORIZATION OPTIONS
User authorizations can be managed via:
Your managed IdP for all users
SideDrawer managed IdP - for all users, or only 3rd party users
SSO, SAML or any other supported authentication platform for all users
MULTIPL INTEGRATION OPTIONS
Integrate into existing portals
SideDrawer can be incorporated through any of the following:
Leveraging our existing WCAG 2.2 AAA compliant front-end applications customized with your firm's branding and design concepts
Leveraging our APIs to create a completely custom and bespoke user experience
Leveraging our iFrame capability for a hybrid offering
The only document management that satisfies all stakeholders!
"No Advisor would give up SideDrawer. The impact to their practice and client experience is too positive."
Financial Advisor, Multi-Advisory Firm
"SideDrawer allows me to ensure all documentation across our 70+ advisors is organized consistently and efficiently."
VP Technology, Ultra High Net Worth Manager
Start with SideDrawer!
Get started right away!
- Free trial for 14 days.
- Start inviting Collaborators - it's free!
- Get your own Branding and Custom URL!
Want to learn more?
Schedule a Live 1-on-1 or watch a pre-recorded sales demo!
- Schedule at your own convenience!
- Watch a 10 minute interactive demo!
- We can answer any questions you may have!